Madison Partners · 1 month ago
Wealth Management Advisor
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $300K/yrMadison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. They are seeking experienced Wealth Advisors to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.
Financial Services
Hiring Manager
Bryan Gerster
Responsibilities
Meet with prospective and existing clients to understand goals, priorities, and financial needs
Build tailored financial plans covering investments, retirement, tax strategy, insurance, and long-term planning
Present clear recommendations and guide clients through decisions in a simple, understandable way
Manage ongoing client relationships, run review meetings, and adjust plans as life and markets change
Stay organized and compliant using our planning, CRM, and portfolio tools
Work with our internal team for onboarding, service, and operations support
Qualification
Required
Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal)
Active licenses required for your state and CFP
Strong planning and communication skills
Comfortable presenting advice to a wide range of clients and keeping relationships over time
A growth mindset and interest in working with a firm that uses modern marketing, automation, and planning tools
Clean compliance record
$10+ million AUM that will follow you during a transition
Preferred
CFP, CFA, or similar credential
Benefits
Health
Dental
Vision
401(k) options
Paid time off
Professional development
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Company
Madison Partners
What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase